TFO Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,960
| Closed | -$245K | – | 166 |
|
|
2020
Q4 | $245K | Buy |
2,960
+2,595
| +711% | +$215K | 0.08% | 27 |
|
|
2020
Q3 | $30K | Sell |
365
-3,883
| -91% | -$319K | 0.01% | 56 |
|
|
2020
Q2 | $353K | Sell |
4,248
-2,055
| -33% | -$171K | 0.14% | 23 |
|
|
2020
Q1 | $517K | Buy |
6,303
+5,908
| +1,496% | +$485K | 0.22% | 21 |
|
|
2019
Q4 | $31K | Buy |
+395
| New | +$31K | 0.03% | 77 |
|